AE Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
15,278
+14,774
| +2,931% | +$405K | ﹤0.01% | 986 |
|
|
2025
Q1 | $12.3K | Sell |
504
-914
| -64% | -$22.4K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $32.7K | Buy |
+1,418
| New | +$32.7K | ﹤0.01% | 1633 |
|
|
2022
Q4 | – | Sell |
-11,413
| Closed | -$275K | – | 1900 |
|
|
2022
Q3 | $275K | Sell |
11,413
-232
| -2% | -$5.59K | ﹤0.01% | 1502 |
|
|
2022
Q2 | $329K | Buy |
11,645
+4,028
| +53% | +$114K | ﹤0.01% | 1396 |
|
|
2022
Q1 | $260K | Sell |
7,617
-2,490
| -25% | -$85K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $360K | Buy |
10,107
+2,306
| +30% | +$82.1K | ﹤0.01% | 1380 |
|
|
2021
Q3 | $277K | Buy |
7,801
+195
| +3% | +$6.92K | ﹤0.01% | 1390 |
|
|
2021
Q2 | $279K | Buy |
+7,606
| New | +$279K | ﹤0.01% | 1366 |
|
|
2020
Q3 | – | Sell |
-11,136
| Closed | -$321K | – | 1345 |
|
|
2020
Q2 | $321K | Buy |
11,136
+445
| +4% | +$12.8K | 0.01% | 996 |
|
|
2020
Q1 | $286K | Sell |
10,691
-7,935
| -43% | -$212K | 0.01% | 890 |
|
|
2019
Q4 | $723K | Buy |
18,626
+6,530
| +54% | +$253K | 0.02% | 610 |
|
|
2019
Q3 | $478K | Buy |
12,096
+1,460
| +14% | +$57.7K | 0.01% | 624 |
|
|
2019
Q2 | $412K | Buy |
10,636
+2,679
| +34% | +$104K | 0.01% | 641 |
|
|
2019
Q1 | $313K | Sell |
7,957
-3,041
| -28% | -$120K | 0.02% | 447 |
|
|
2018
Q4 | $389K | Sell |
10,998
-5,255
| -32% | -$186K | 0.07% | 294 |
|
|
2018
Q3 | $622K | Buy |
16,253
+1,808
| +13% | +$69.2K | 0.03% | 282 |
|
|
2018
Q2 | $565K | Buy |
14,445
+1,731
| +14% | +$67.7K | 0.04% | 244 |
|
|
2018
Q1 | $509K | Buy |
12,714
+34
| +0.3% | +$1.36K | 0.04% | 249 |
|
|
2017
Q4 | $513K | Sell |
12,680
-1,192
| -9% | -$48.2K | 0.05% | 240 |
|
|
2017
Q3 | $532K | Sell |
13,872
-5,341
| -28% | -$205K | 0.05% | 226 |
|
|
2017
Q2 | $732K | Buy |
19,213
+5,890
| +44% | +$224K | 0.09% | 191 |
|
|
2017
Q1 | $498K | Buy |
+13,323
| New | +$498K | 0.09% | 174 |
|